See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,986 | $138,065-45.0% | $123,544-38.5% | $135,375-43.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,818 | $5,151+51.8% | $4,628+68.9% | $4,779+63.6% |
| Participant deferral / active EE | $9,700 | $6,799+42.7% | $6,426+51.0% | $5,609+72.9% |
| Admin fee / account holder | $170 | $10,916-98.4% | $9,284-98.2% | $10,827-98.4% |